Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,744 | $95,404-59.4% | $113,397-65.8% | $82,637-53.1% |
| Participation rate | 80.3% | 72.8%+7.5pp | 76.5%+3.8pp | 68.1%+12.2pp |
| Annual return | 23.34% | 19.08%+4.3pp | 23.20%+0.1pp | 53.51%-30.2pp |
| Employer contribution / active EE | $3,443 | $2,307+49.3% | $2,977+15.6% | $2,552+34.9% |
| Participant deferral / active EE | $7,286 | $4,220+72.7% | $5,076+43.5% | $4,126+76.6% |
| Admin fee / account holder | $6,765 | $9,168-26.2% | $11,957-43.4% | $7,339-7.8% |